Skip to content
Disclosery

AVANTAX ADVISORY SERVICES, INC.: CARR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on CARR, newest first. How the timeline and the estimate are built.

AVANTAX ADVISORY SERVICES, INC. held 85,332 CARR shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 85,332 shares
    Change vs previous 13F +4,945 shares

    0.03% of the 13F portfolio, value $6,245,467.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 80,387 shares
    Change vs previous 13F -10,793 shares

    0.03% of the 13F portfolio, value $5,096,538.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 91,180 shares
    Change vs previous 13F +7,432 shares

    0.04% of the 13F portfolio, value $6,223,975.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 83,748 shares
    Change vs previous 13F +1,194 shares

    0.04% of the 13F portfolio, value $6,740,904.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 82,554 shares
    Change vs previous 13F +18,289 shares

    0.04% of the 13F portfolio, value $5,207,526.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 64,265 shares
    Change vs previous 13F +1,286 shares

    0.03% of the 13F portfolio, value $3,735,709.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 62,979 shares
    Change vs previous 13F +85 shares

    0.04% of the 13F portfolio, value $3,618,133.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 62,894 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,471,739.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).